|
501
|
Mills Wealth Advisors
Southlake,
Texas
|
–
|
-$472K
|
-9,471
|
Closed
|
|
|
502
|
Bank of New York Mellon
New York
|
–
|
-$410K
|
-8,227
|
Closed
|
|
|
503
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
–
|
-$401K
|
-8,058
|
Closed
|
|
|
504
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$319K
|
-6,413
|
Closed
|
|
|
505
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
–
|
-$313K
|
-6,280
|
Closed
|
|
|
506
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
–
|
-$291K
|
-5,859
|
Closed
|
|
|
507
|
Tempus Wealth Planning
Irvine,
California
|
–
|
-$284K
|
-5,700
|
Closed
|
|
|
508
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$281K
|
-5,650
|
Closed
|
|
|
509
|
Financial Futures
Brielle,
New Jersey
|
–
|
-$258K
|
-5,191
|
Closed
|
|
|
510
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$235K
|
-4,713
|
Closed
|
|
|
511
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$225K
|
-4,513
|
Closed
|
|
|
512
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$221K
|
-4,443
|
Closed
|
|
|
513
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$218K
|
-4,370
|
Closed
|
|
|
514
|
Alerus Financial
Grand Forks,
North Dakota
|
–
|
-$49K
|
-985
|
Closed
|
|
|
515
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$37K
|
-744
|
Closed
|
|
|
516
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$27.3K
|
-547
|
Closed
|
|
|
517
|
Bard Associates
Chicago,
Illinois
|
–
|
-$10.4K
|
-209
|
Closed
|
|
|
518
|
First Pacific Financial
Vancouver,
Washington
|
–
|
-$10K
|
-201
|
Closed
|
|
|
519
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$3.83K
|
-77
|
Closed
|
|
|
520
|
Acumen Wealth Advisors
Chattanooga,
Tennessee
|
–
|
-$1.05K
|
-21
|
Closed
|
|
